Valley National Advisers’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Valley National Advisers’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.26K	Hold	175	–	–	﹤0.01%	710
2026 Q1	$3K	Hold	175	–	–	﹤0.01%	726
2025 Q4	$3K	Hold	175	–	–	﹤0.01%	727
2025 Q3	$3K	Hold	175	–	–	﹤0.01%	687
2025 Q2	$3K	Hold	175	–	–	﹤0.01%	681
2025 Q1	$3K	Hold	175	–	–	﹤0.01%	673
2024 Q4	$3K	Hold	175	–	–	﹤0.01%	650
2024 Q3	$3K	Hold	175	–	–	﹤0.01%	621
2024 Q2	$3K	Hold	175	–	–	﹤0.01%	821
2024 Q1	$3K	Hold	175	–	–	﹤0.01%	857
2023 Q4	$2K	Hold	175	–	–	﹤0.01%	917
2023 Q3	$3K	Buy	175 +105	+150%	+$1.86K	﹤0.01%	752
2023 Q2	$2K	Hold	70	–	–	﹤0.01%	770
2023 Q1	$1K	Hold	70	–	–	﹤0.01%	796
2022 Q4	$1K	Hold	70	–	–	﹤0.01%	770
2022 Q3	$1K	Hold	70	–	–	﹤0.01%	817
2022 Q2	$2K	Hold	70	–	–	﹤0.01%	748
2022 Q1	$2K	Buy	70 +20	+40%	+$597	﹤0.01%	779
2021 Q4	$2K	Buy	+50	New	+$2K	﹤0.01%	776

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Valley National Advisers's BSTZ Position: Q2 2026 in Review

Valley National Advisers held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q2 2026 at 175 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Valley National Advisers first reported a position in BSTZ in Q4 2021 and has held it in 19 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Valley National Advisers held 175 shares of BlackRock Science and Technology Term Trust worth $5.26K as of Q2 2026.
Valley National Advisers left its BlackRock Science and Technology Term Trust share count unchanged in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #710 holding.
Valley National Advisers first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and has held it in 19 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.